November 01, 2016
Jonathan Rochford, CFA @ Narrow Road Capital
Portfolio Manager at Narrow Road Capital
October Review: Do You See What I See?
October was a mixed month for risk assets and a bad
month for safe haven assets. Economic news was also mixed accommodating both
a glass half full or half empty views. There’s also sections on yield chasing, Deutsche
Bank, China, monetary policy, regulation and the US presidential election.
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